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SM Energy

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PDIP
26
Palo Duro Investment Partners
Illinois
$23.3M +$23.3M +828,903 New
Wellington Management Group
27
Wellington Management Group
Massachusetts
$23.1M -$44M -1,561,866 -66%
Ameriprise
28
Ameriprise
Minnesota
$22.5M -$506K -17,956 -2%
Principal Financial Group
29
Principal Financial Group
Iowa
$21.8M -$452K -16,057 -2%
GKIM
30
GW&K Investment Management
Massachusetts
$20.6M -$11M -391,662 -35%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$18.5M -$21.9M -779,327 -54%
PCM
32
Palisade Capital Management
New Jersey
$17.8M +$513K +18,206 +3%
TCM
33
TimesSquare Capital Management
New York
$17.6M -$3.18M -112,990 -15%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$16.6M +$2.16M +76,774 +15%
Bank of America
35
Bank of America
North Carolina
$16M +$747K +26,527 +5%
HCM
36
Hodges Capital Management
Texas
$15.3M -$13.2M -251,817 -46%
Prudential Financial
37
Prudential Financial
New Jersey
$14.4M +$3.72M +132,014 +35%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$14.3M +$189K +6,711 +1%
Barclays
39
Barclays
United Kingdom
$14.3M +$3.92M +139,254 +38%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$13.1M -$1.85M -65,598 -12%
Macquarie Group
41
Macquarie Group
Australia
$12.3M -$7.45M -264,513 -38%
Squarepoint
42
Squarepoint
New York
$12M -$727K -25,821 -6%
Legal & General Group
43
Legal & General Group
United Kingdom
$11.9M -$130K -4,599 -1%
Walleye Capital
44
Walleye Capital
New York
$11.8M +$11.8M +419,842 New
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$11.6M -$3.9M -138,476 -25%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$11.5M +$585K +20,789 +5%
GT
47
Glenmede Trust
Pennsylvania
$11.2M +$127K +4,500 +1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$11.1M +$9.47M +336,134 +573%
RJA
49
Raymond James & Associates
Florida
$11.1M +$44.1K +1,565 +0.4%
OAMA
50
Oslo Asset Management AS
Norway
$10.6M +$3.8M +135,000 +56%